Bank of Montreal’s AppFolio APPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
3,210
-425
| -12% | -$97.9K | ﹤0.01% | 1799 |
|
|
2025
Q1 | $799K | Sell |
3,635
-45
| -1% | -$9.9K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $908K | Sell |
3,680
-16,519
| -82% | -$4.08M | ﹤0.01% | 1679 |
|
|
2024
Q3 | $4.74M | Buy |
20,199
+17,074
| +546% | +$4M | ﹤0.01% | 1217 |
|
|
2024
Q2 | $778K | Sell |
3,125
-789
| -20% | -$197K | ﹤0.01% | 1923 |
|
|
2024
Q1 | $982K | Sell |
3,914
-2,230
| -36% | -$560K | ﹤0.01% | 1774 |
|
|
2023
Q4 | $1.1M | Buy |
+6,144
| New | +$1.1M | ﹤0.01% | 1668 |
|
|
2023
Q3 | – | Sell |
-1,147
| Closed | -$201K | – | 3326 |
|
|
2023
Q2 | $201K | Buy |
+1,147
| New | +$201K | ﹤0.01% | 2844 |
|
|
2022
Q3 | – | Sell |
-3,750
| Closed | -$383 | – | 3524 |
|
|
2022
Q2 | $383 | Buy |
+3,750
| New | +$383 | ﹤0.01% | 2460 |
|
|
2021
Q2 | – | Sell |
-992
| Closed | -$141K | – | 3544 |
|
|
2021
Q1 | $141K | Sell |
992
-1,977
| -67% | -$281K | ﹤0.01% | 2875 |
|
|
2020
Q4 | $475K | Buy |
2,969
+1,682
| +131% | +$269K | ﹤0.01% | 2326 |
|
|
2020
Q3 | $202K | Sell |
1,287
-435
| -25% | -$68.3K | ﹤0.01% | 2368 |
|
|
2020
Q2 | $278K | Buy |
1,722
+1,278
| +288% | +$206K | ﹤0.01% | 2232 |
|
|
2020
Q1 | $40K | Sell |
444
-1,985
| -82% | -$179K | ﹤0.01% | 2683 |
|
|
2019
Q4 | $267K | Buy |
2,429
+606
| +33% | +$66.6K | ﹤0.01% | 2536 |
|
|
2019
Q3 | $173K | Buy |
1,823
+92
| +5% | +$8.73K | ﹤0.01% | 2540 |
|
|
2019
Q2 | $177K | Buy |
1,731
+1,287
| +290% | +$132K | ﹤0.01% | 2570 |
|
|
2019
Q1 | $35K | Sell |
444
-319
| -42% | -$25.1K | ﹤0.01% | 3083 |
|
|
2018
Q4 | $45K | Buy |
763
+114
| +18% | +$6.72K | ﹤0.01% | 2981 |
|
|
2018
Q3 | $51K | Buy |
649
+100
| +18% | +$7.86K | ﹤0.01% | 3072 |
|
|
2018
Q2 | $33K | Buy |
549
+105
| +24% | +$6.31K | ﹤0.01% | 3245 |
|
|
2018
Q1 | $18K | Hold |
444
| – | – | ﹤0.01% | 3300 |
|
|
2017
Q4 | $18K | Hold |
444
| – | – | ﹤0.01% | 3296 |
|
|
2017
Q3 | $21K | Hold |
444
| – | – | ﹤0.01% | 3213 |
|
|
2017
Q2 | $14K | Hold |
444
| – | – | ﹤0.01% | 3320 |
|
|
2017
Q1 | $12K | Hold |
444
| – | – | ﹤0.01% | 3225 |
|
|
2016
Q4 | $10K | Buy |
+444
| New | +$10K | ﹤0.01% | 3282 |
|
|
2016
Q1 | – | Sell |
-198
| Closed | -$3K | – | 3890 |
|
|
2015
Q4 | $3K | Buy |
+198
| New | +$3K | ﹤0.01% | 3652 |
|